Your Bradshaw Financial Planning Resources

Our Useful Guides and Whitepapers

At Bradshaw Financial Planning, Inc. we create a customized plan based on your own values and beliefs about money and reflect your own unique goals and priorities.

Below, we are offering complimentary downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight white papers helpful.

2020 TAX STRATEGIES
YOU SHOULD KNOW

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BRADSHAW FINANCIAL PLANNING NEWSLETTER
SPRING 2020

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PAYMENT PROTECTION PROGRAM 2020
FAQS FOR SMALL BUSINESSES

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CARES ACT
WHAT TO KNOW

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21 ACTION ITEMS
FOR CLIENTS TO CONSIDER

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SOCIAL SECURITY 2020
BIG CHANGES ARE COMING

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LONG-TERM CARE
A SHORT INTRODUCTION

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2020 TAX INFO
TAX RATES, SCHEDULES & CONTRIBUTIONS

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NAVIGATING THE SECURE ACT
WHAT YOU NEED TO KNOW

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PLANNED GIVING
WHAT WILL YOUR LEGACY BE?

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WORKING FOR YOUR FINANCIAL SUCCESS
EDUCATING YOU ABOUT YOUR OPTIONS

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BUDGET TOOLKIT
SET & ACHIEVE YOUR FINANCIALS GOALS

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PEACE OF MIND CHECKLIST
TOOLS FOR ORGANIZING THE VITAL DOCUMENTS

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RETIREMENT PLAN MAP
FINDING THE RIGHT RETIREMENT PLAN

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Introducing BFP University: Mind Your Money

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